First Personal Financial Services’s iShares US Financials ETF IYF Stock Holding History

First Personal Financial Services’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$6.23K	Hold	60	–	–	﹤0.01%	337
2024 Q2	$5.67K	Hold	60	–	–	﹤0.01%	308
2024 Q1	$5.74K	Hold	60	–	–	﹤0.01%	305
2023 Q4	$5.13K	Hold	60	–	–	﹤0.01%	336
2023 Q3	$4.49K	Hold	60	–	–	﹤0.01%	343
2023 Q2	$4.48K	Hold	60	–	–	﹤0.01%	340
2023 Q1	$4.27K	Hold	60	–	–	﹤0.01%	359
2022 Q4	$4.53K	Hold	60	–	–	﹤0.01%	359
2022 Q3	$4K	Hold	60	–	–	﹤0.01%	387
2022 Q2	$4K	Hold	60	–	–	﹤0.01%	310
2022 Q1	$5K	Hold	60	–	–	﹤0.01%	314
2021 Q4	$5K	Hold	60	–	–	﹤0.01%	313
2021 Q3	$5K	Hold	60	–	–	﹤0.01%	301
2021 Q2	$5K	Hold	60	–	–	﹤0.01%	304
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	290
2020 Q4	$4K	Hold	60	–	–	﹤0.01%	302
2020 Q3	$3K	Hold	60	–	–	﹤0.01%	278
2020 Q2	$3K	Hold	60	–	–	﹤0.01%	288
2020 Q1	$3K	Hold	60	–	–	﹤0.01%	279
2019 Q4	$4K	Hold	60	–	–	﹤0.01%	321
2019 Q3	$4K	Hold	60	–	–	﹤0.01%	402
2019 Q2	$4K	Buy	+60	New	+$3.69K	﹤0.01%	614

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Personal Financial Services's IYF Position: Q3 2024 in Review

First Personal Financial Services held its iShares US Financials ETF (IYF) position steady in Q3 2024 at 60 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

First Personal Financial Services first reported a position in IYF in Q2 2019 and has held it in 22 quarters since. 387 funds tracked by Wall St. Rank hold IYF as of Q3 2024.

First Personal Financial Services held 60 shares of iShares US Financials ETF worth $6.23K as of Q3 2024.
First Personal Financial Services left its iShares US Financials ETF share count unchanged in Q3 2024.
iShares US Financials ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #337 holding.
First Personal Financial Services first reported a position in iShares US Financials ETF in Q2 2019 and has held it in 22 quarters since.
387 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.